SMSF 2017-11-19T12:15:02+00:00

SMSF

Why?

  • Great control of investments
  • Access to direct residential and commercial property, wine and art as investments
  • Creation of Family Funds — as you are allowed up to 4 members
  • Increased Estate planning powers
  • Potential cost savings long term

Our Approach

Our first role is to assess whether you will actually benefit from an SMSF and whether it is an appropriate strategy for you. If it is an appropriate strategy we will then manage the entire process for you, from establishment to investment strategy and the required annual compliance reports and audits.

We will provide clear advice to:

  • Ensure clarity on where you are now and what you need to do to get where you want to be
  • Determine how a SMSF can contribute towards your goals and objectives
  • Educate you and project your financial position, allowing you to make an informed decision about your current position and future retirement needs
  • Provide certainty and take charge of the opportunities provided by an SMSF by taking control over the investment portfolio
  • Remove complexity and uncertainty out of being the trustee of your SMSF and simplifying the constant changes (such as legislative, taxation, ATO)
  • Eliminate the day-to-day worries of managing your SMSF and investment portfolio

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